Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR4.XETRA iShares MSCI USA UCITS ETF (Acc) • IE00B52SFT06 | ETF | 40.0% | 0.03% |
CEU2.PA Amundi Core MSCI Europe UCITS ETF Acc • LU1437015735 | ETF | 30.0% | 0.12% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
LCUJ.XETRA Amundi Core MSCI Japan UCITS ETF Acc • LU1781541252 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +2.3% | -6.1% | +8.5% | +5.8% | -0.1% | - | - | - | - | - | - | +11.9% |
| 2025 | +4.4% | -1.4% | -6.7% | -3.5% | +5.8% | +0.8% | +4.0% | -0.1% | +2.8% | +4.4% | -0.5% | +0.8% | +10.7% |
| 2024 | +2.7% | +3.6% | +3.6% | -1.5% | +1.3% | +4.1% | +0.3% | -0.3% | +1.4% | +0.2% | +5.5% | -0.8% | +21.9% |
| 2023 | +5.3% | +0.2% | +0.3% | +0.2% | +1.8% | +3.5% | +2.6% | -1.3% | -1.4% | -3.5% | +5.9% | +3.6% | +18.2% |
| 2022 | -4.5% | -2.3% | +3.0% | -2.0% | -2.9% | -6.2% | +8.8% | -1.8% | -6.3% | +3.5% | +2.5% | -5.2% | -13.6% |
| 2021 | +1.1% | +2.6% | +5.5% | +1.3% | +0.1% | +4.2% | +0.6% | +2.7% | -1.7% | +4.0% | +0.0% | +3.8% | +26.9% |
| 2020 | -0.8% | -8.2% | -11.4% | +8.7% | +2.1% | +2.6% | -0.1% | +4.8% | -0.5% | -2.3% | +9.7% | +2.2% | +4.9% |
| 2019 | +7.8% | +3.0% | +2.5% | +3.3% | -5.1% | +3.9% | +2.6% | -1.9% | +3.4% | +0.4% | +3.7% | +2.1% | +28.4% |
| 2018 | - | - | -0.7% | +3.4% | +2.5% | -1.0% | +2.5% | +0.7% | +0.4% | -5.7% | +1.5% | -7.4% | -4.3% |